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145 hedge funds and large institutions have $479M invested in ePlus in 2015 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 57 increasing their positions, 37 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 3

54% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 37

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

22% more funds holding

Funds holding: 119145 (+26)

20% more capital invested

Capital invested by funds: $400M → $479M (+$78.8M)

Holders
145
Holders Change
+26
Holders Change %
+21.85%
% of All Funds
3.86%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
30
Increased
57
Reduced
37
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$58.7M -$207K -10,648 -0.4%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$58.4M -$9.17M -471,608 -15%
RA
3
Royce & Associates
New York
$35.6M -$10.6M -544,360 -25%
HA
4
Heartland Advisors
Wisconsin
$21.8M -$7.93M -407,796 -29%
Vanguard Group
5
Vanguard Group
Pennsylvania
$21M +$3.87M +199,108 +26%
LSV Asset Management
6
LSV Asset Management
Illinois
$18.8M -$109K -5,600 -0.6%
RRAM
7
River Road Asset Management
Kentucky
$17.1M +$1.67M +85,988 +12%
Ameriprise
8
Ameriprise
Minnesota
$12.6M +$466K +23,972 +4%
NI
9
Numeric Investors
Massachusetts
$12.3M +$11M +567,836 New
BFA
10
BlackRock Fund Advisors
California
$12.3M -$27.3K -1,404 -0.2%
Invesco
11
Invesco
Georgia
$9.81M +$4.63M +238,292 +112%
BIT
12
BlackRock Institutional Trust
California
$9.16M +$2.41M +124,184 +42%
OP
13
Osmium Partners
California
$7.91M -$6.29M -323,600 -47%
State Street
14
State Street
Massachusetts
$7.57M +$1.59M +81,656 +31%
ZIM
15
ZPR Investment Management
Florida
$7.11M -$348K -17,912 -5%
Acadian Asset Management
16
Acadian Asset Management
Massachusetts
$6.78M +$133K +6,828 +2%
Allianz Asset Management
17
Allianz Asset Management
Germany
$6.68M -$179K -9,208 -3%
Northern Trust
18
Northern Trust
Illinois
$6.63M +$268K +13,780 +5%
HAI
19
Hennessy Advisors Inc
California
$6.12M +$5.48M +281,600 New
TC
20
TFS Capital
Pennsylvania
$5.48M -$328K -16,864 -6%
RFC
21
Russell Frank Company
Washington
$4.85M +$1.45M +74,708 +50%
SI
22
Scout Investments
Missouri
$4.37M +$15.6K +800 +0.4%
BA
23
BlackRock Advisors
Delaware
$4.13M +$3.39M +174,460 +1,108%
Morgan Stanley
24
Morgan Stanley
New York
$4.12M -$1.48M -75,936 -29%
JIR
25
James Investment Research
Ohio
$3.94M +$816K +41,960 +30%